Aholt is a really, really well managed supermarket chain with its roots in the Netherlands around 35, 40% of its revenue from there. Nakama works with us as a question and he just wants to know if we have any commentary about this. He probably just wants a little bit of reassurance on him. Well, he should have seen me sitting now. I'm wearing an ahold blues at the moment here. But look, Nakama, I tell you what the bull cases and what the bear cases, I think we should always do both,.
In today's episode, we are sharing our dividend growth portfolio performance for the first quarter of the year. Are we on target? Are we satisfied? What did we buy and did we sell anything?
This and more in today's episode.
Some tickers discussed: $JNJ $BABA $WKL $AOS $TROW
Link to eDGI's dividend portfolio allocation strategy: https://www.europeandgi.com/building-a-dividend-portfolio-my-allocation-strategy/